Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 101 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 3740 M | +USD 1848 M | 6 | 25.83% | Aumentadas |
|
| 102 |
Ensign Peak Advisors
Salt Lake City,
Utah
| USD 3640 M | +USD 3463 M | 20 | 9.62% | Nuevas |
|
| 103 |
Bessemer Group
Woodbridge,
New Jersey
| USD 3627 M | -USD 125 M | 15 | 11.74% | Reducidas |
|
| 104 |
Adage Capital Partners
Boston,
Massachusetts
| USD 3595 M | -USD 242 M | 13 | 8.83% | Reducidas |
|
| 105 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 3594 M | -USD 86.1 M | 17 | 9% | Reducidas |
|
| 106 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 3537 M | +USD 249 M | 11 | 9.7% | Aumentadas |
|
| 107 |
D.E. Shaw & Co
New York
| USD 3480 M | -USD 656 M | 22 | 3.98% | Reducidas |
|
| 108 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 3391 M | +USD 79.4 M | 21 | 7.38% | Aumentadas |
|
| 109 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 3338 M | -USD 346 M | 13 | 8.12% | Reducidas |
|
| 110 |
CIBC Private Wealth Group
Atlanta,
Georgia
| USD 3309 M | -USD 33.2 M | 13 | 10.79% | Reducidas |
|
| 111 |
Vontobel Asset Management
New York
| USD 3268 M | +USD 111 M | 4 | 20.77% | Aumentadas |
|
| 112 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 3167 M | -USD 514 M | 4 | 3.98% | Reducidas |
|
| 113 |
First Eagle Investment Management
New York
| USD 3165 M | -USD 170 M | 5 | 8.66% | Reducidas |
|
| 114 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 3075 M | -USD 533 M | 3 | 16.31% | Reducidas |
|
| 115 |
Stifel Financial
St. Louis,
Missouri
| USD 3031 M | +USD 464 M | 20 | 6.31% | Aumentadas |
|
| 116 |
Chevy Chase Trust
Bethesda,
Maryland
| USD 3012 M | -USD 7.37 M | 13 | 11.4% | Reducidas |
|
| 117 |
Korea Investment Corp
Seoul,
South Korea
| USD 2933 M | +USD 178 M | 12 | 10.69% | Aumentadas |
|
| 118 |
Freestone Capital Holdings
Seattle,
Washington
| USD 2918 M | +USD 7.91 M | 12 | 60.44% | Aumentadas |
|
| 119 |
Egerton Capital (UK)
London,
United Kingdom
| USD 2835 M | -USD 578 M | 4 | 20.3% | Reducidas |
|
| 120 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 2807 M | -USD 417 M | 13 | 27.34% | Reducidas |
|
| 121 |
Generation Investment Management
London,
United Kingdom
| USD 2715 M | -USD 43.7 M | 5 | 17.36% | Reducidas |
|
| 122 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 2713 M | +USD 209 M | 18 | 3.87% | Aumentadas |
|
| 123 |
Pictet Asset Management (UK)
London,
United Kingdom
| USD 2698 M | -USD 48.8 M | 15 | 4.77% | Reducidas |
|
| 124 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2651 M | +USD 424 M | 17 | 5.91% | Aumentadas |
|
| 125 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 2606 M | +USD 148 M | 6 | 9.05% | Aumentadas |
|